TXNM Energy Inc
TXNM- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0001108426
No open-market purchases or sales by TXNM Energy Inc insiders were filed in the last 90 days; 385 institutions reported holding it in 13F filings for Q2 2026, worth $6.33B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in TXNM Energy Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 295
- +32 vs. Q3 2022
- Shares held
- 78.5M
- −1.66M (−2.1%) vs. Q3 2022
- Total value
- $3.83B
- +$165.0M (+4.5%) vs. Q3 2022
- New holders
- 62
- 114 more added
- Sold out
- 30
- 80 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TXNM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 385 | $6.33B |
| Q1 2026 | 380 | $6.40B |
| Q4 2025 | 379 | $6.41B |
| Q3 2025 | 365 | $5.97B |
| Q2 2025 | 351 | $6.00B |
| Q1 2025 | 323 | $5.19B |
| Q4 2024 | 301 | $4.86B |
| Q3 2024 | 300 | $3.90B |
| Q2 2024 | 282 | $3.24B |
| Q1 2024 | 276 | $3.21B |
| Q4 2023 | 299 | $3.53B |
| Q3 2023 | 298 | $3.77B |
| Q2 2023 | 287 | $3.68B |
| Q1 2023 | 291 | $3.88B |
| Q4 2022 | 295 | $3.83B |
| Q3 2022 | 269 | $3.67B |
| Q2 2022 | 259 | $3.79B |
| Q1 2022 | 261 | $3.89B |
| Q4 2021 | 262 | $3.53B |
| Q3 2021 | 262 | $3.77B |
| Q2 2021 | 261 | $3.63B |
| Q1 2021 | 255 | $3.75B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| GWM Advisors LLC | 575 | $28 | 0.00% | +575 | New |
| Huntington National Bank | 1 | $49 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $244 | 0.00% | −10−66.7% | Reduced |
| Disciplined Investments, LLC | 6 | $293 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $488 | 0.00% | +1+11.1% | Added |
| Baker Avenue Asset Management, LP | 10 | $488 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 13 | $634 | 0.00% | +3+30.0% | Added |
| Assetmark, Inc | 14 | $683 | 0.00% | −7−33.3% | Reduced |
| Sofos Investments, Inc. | 49 | $689 | 0.01% | +49 | New |
| Schubert & Co | 17 | $829 | 0.00% | +4+30.8% | Added |
| Dark Forest Capital Management LP | 18 | $878 | 0.00% | +18 | New |
| Simplex Trading, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Capital Advisors, Ltd. LLC | 30 | $1.00K | 0.00% | +30 | New |
| Harbour Investments, Inc. | 24 | $1.17K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 26 | $1.27K | 0.00% | +26 | New |
| Proequities, Inc. | 28 | $1.37K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $1.37K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 28 | $1.37K | 0.00% | +28 | New |
| Manchester Capital Management LLC | 33 | $1.61K | 0.00% | +10+43.5% | Added |
| FinTrust Capital Advisors, LLC | 38 | $1.85K | 0.00% | −133−77.8% | Reduced |
| Accel Wealth Management | 38 | $1.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.95K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $2.10K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 43 | $2.10K | 0.00% | +43 | New |
| Coppell Advisory Solutions Corp. | 43 | $2.10K | 0.00% | +43 | New |
| Advisory Services Network, LLC | 56 | $2.73K | 0.00% | +56 | New |
| Ronald Blue Trust, Inc. | 63 | $3.00K | 0.00% | +1+1.6% | Added |
| Newbridge Financial Services Group, Inc. | 75 | $3.66K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 79 | $3.85K | 0.00% | +79 | New |
| Bessemer Group Inc | 87 | $4.00K | 0.00% | −1,000−92.0% | Reduced |
| Massmutual Trust Co FSB | 73 | $4.00K | 0.00% | +57+356.3% | Added |
| Coastal Capital Group, Inc. | 92 | $4.19K | 0.00% | +1+1.1% | Added |
| Evermay Wealth Management LLC | 87 | $4.22K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 105 | $5.00K | 0.00% | +22+26.5% | Added |
| Focused Wealth Management, Inc | 103 | $5.04K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 127 | $6.20K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 145 | $7.11K | 0.00% | +145 | New |
| Bell Investment Advisors, Inc | 157 | $7.66K | 0.00% | −44−21.9% | Reduced |
| Hexagon Capital Partners LLC | 170 | $8.29K | 0.00% | +23+15.6% | Added |
| Kelly Financial Services LLC | 171 | $8.34K | 0.00% | +1+0.6% | Added |
| Fifth Third Bancorp | 191 | $9.32K | 0.00% | +40+26.5% | Added |
| Sandy Spring Bank | 199 | $9.71K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 230 | $11.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 242 | $12.0K | 0.01% | +6+2.5% | Added |
| Umb Bank N A | 300 | $15.0K | 0.00% | +300 | New |
| TCI Wealth Advisors, Inc. | 353 | $17.2K | 0.00% | −1−0.3% | Reduced |
| Benjamin Edwards Inc | 382 | $19.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 419 | $20.0K | 0.00% | +70+20.1% | Added |
| Lindbrook Capital, LLC | 597 | $29.1K | 0.00% | +394+194.1% | Added |
| IFP Advisors, Inc | 743 | $30.0K | 0.00% | −27−3.5% | Reduced |
| Ci Investments Inc. | 696 | $34.0K | 0.00% | +696 | New |
| Nomura Asset Management Co Ltd | 850 | $41.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 951 | $46.4K | 0.02% | +951 | New |
| Allworth Financial LP | 976 | $47.6K | 0.00% | +961+6,406.7% | Added |
| First Command Bank | 1,024 | $50.0K | 0.01% | +1,024 | New |
| First Command Financial Services, Inc. | 1,024 | $50.0K | 0.01% | +1,024 | New |
| Quadrant Capital Group LLC | 1,095 | $53.4K | 0.01% | +313+40.0% | Added |
| Signaturefd, LLC | 1,452 | $70.9K | 0.00% | +669+85.4% | Added |
| Public Employees Retirement System of Ohio | 1,472 | $72.0K | 0.00% | −24,199−94.3% | Reduced |
| Trust Co of Vermont | 1,500 | $73.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,596 | $77.9K | 0.00% | +522+48.6% | Added |
| Tortoise Investment Management, LLC | 1,728 | $84.3K | 0.01% | −406−19.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,772 | $86.5K | 0.00% | +13+0.7% | Added |
| Cambridge Trust Co | 2,632 | $128.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,764 | $134.9K | 0.11% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $135.0K | 0.01% | +322+13.2% | Added |
| Ensign Peak Advisors, Inc | 3,030 | $147.8K | 0.00% | −8,390−73.5% | Reduced |
| Cubist Systematic Strategies, LLC | 3,982 | $194.3K | 0.00% | +3,982 | New |
| The PNC Financial Services Group, Inc. | 4,027 | $196.5K | 0.00% | +128+3.3% | Added |
| Tower Research Capital LLC (TRC) | 4,100 | $200.0K | 0.01% | −4,252−50.9% | Reduced |
| Meeder Advisory Services, Inc. | 4,302 | $209.9K | 0.03% | +4,302 | New |
| Shelton Capital Management | 4,449 | $217.1K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,796 | $234.0K | 0.07% | +243+5.3% | Added |
| CWM Advisors, LLC | 4,797 | $234.0K | 0.03% | +262+5.8% | Added |
| CWM, LLC | 4,831 | $236.0K | 0.00% | +77+1.6% | Added |
| Advisor Group Holdings, Inc. | 4,913 | $239.1K | 0.00% | +459+10.3% | Added |
| Walleye Trading LLC | 5,212 | $254.3K | 0.01% | −28,373−84.5% | Reduced |
| Metropolitan Life Insurance Co | 5,218 | $254.6K | 0.01% | 00.0% | Unchanged |
| NinePointTwo Capital | 5,266 | $256.0K | 0.11% | +5,266 | New |
| Keybank National Association | 5,257 | $256.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,491 | $267.0K | 0.00% | −4,505−45.1% | Reduced |
| LPL Financial LLC | 5,531 | $269.8K | 0.00% | −631−10.2% | Reduced |
| Chicago Partners Investment Group LLC | 5,517 | $270.6K | 0.02% | +25+0.5% | Added |
| Coldstream Capital Management Inc | 5,582 | $272.3K | 0.01% | +5,582 | New |
| Pictet Asset Management SA | 6,178 | $301.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 6,184 | $301.7K | 0.02% | +6,184 | New |
| Lincoln National Corp | 6,302 | $307.5K | 0.01% | +47+0.8% | Added |
| Creative Planning | 6,331 | $308.9K | 0.00% | +1,753+38.3% | Added |
| Bank of Nova Scotia | 6,697 | $326.7K | 0.00% | −10,053−60.0% | Reduced |
| Crossmark Global Holdings, Inc. | 6,937 | $338.0K | 0.01% | −23−0.3% | Reduced |
| Raymond James & Associates | 6,941 | $338.6K | 0.00% | +6,941 | New |
| Skandinaviska Enskilda Banken AB (publ) | 7,000 | $342.0K | 0.00% | +7,000 | New |
| West Family Investments, Inc. | 7,016 | $342.3K | 0.12% | +7,016 | New |
| Schonfeld Strategic Advisors LLC | 7,445 | $363.2K | 0.00% | −87,628−92.2% | Reduced |
| Mirabella Financial Services LLP | 7,597 | $370.7K | 0.03% | −13,349−63.7% | Reduced |
| Securian Asset Management, Inc | 7,825 | $381.8K | 0.01% | 00.0% | Unchanged |